Angel Martinez is a registered investment advisor at Veridian Capital Partners, based in Frederick, MD, with 4 years of industry experience. Angel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 762 clients with $470M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered on an hourly or flat fee basis.
- The maximum hourly fee is $400.
- Flat fees range from $500 to $10,000.
Location
7101 Guilford Drive,, Suite 104, Frederick, MD, 21704
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Angel resells items purchased at yard sales and helps homeowners recover funds from tax sales and foreclosures. These activities take a few hours per week and are not investment-related.
Employment History
Current Registrations
Veridian Capital Partners
Previous Registrations
PNC InvestmentsBroker
Nylife Securities LLCBroker
Wells Fargo AdvisorsBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.